BWM
Brickley Wealth Management Portfolio holdings
AUM
$511M
This Quarter Return
+3.93%
1 Year Return
+11.97%
3 Year Return
+50.85%
5 Year Return
+70.84%
10 Year Return
–
AUM
$189M
AUM Growth
–
Cap. Flow
+$189M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.45%
Holding
23
New
23
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$34.9M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$23.8M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$21.4M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$16.1M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$12.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.95% |
| 2 | Financials | 1.45% |
| 3 | Healthcare | 0.26% |
| 4 | Consumer Discretionary | 0.13% |
